 APPLE INCAAPL |
| 9.64% | 9.27% | $121.8M | 421,075 | $100.9M | 397,484 | +23,591+5.94% | Add |
 ALPHABET INCGOOGL |
| 9.02% | 8.46% | $113.9M | 318,756 | $92.1M | 320,353 | -1,597-0.50% | Reduce |
 AMAZON COM INCAMZN |
| 7.53% | 7.57% | $95.2M | 399,306 | $82.4M | 395,732 | +3,574+0.90% | Add |
 MICROSOFT CORPMSFT |
| 5.99% | 6.65% | $75.7M | 202,940 | $72.4M | 195,632 | +7,308+3.74% | Add |
| BBETTERWARE DEBWMX |
| 4.65% | 5.31% | $58.7M | 3.3M | $57.8M | 3.4M | -165,382-4.82% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.31% | 4.23% | $54.5M | 272,239 | $46.1M | 264,310 | +7,929+3.00% | Add |
 META PLATFORMS INCMETA |
| 3.99% | 4.46% | $50.4M | 89,563 | $48.5M | 84,780 | +4,783+5.64% | Add |
 JPMORGAN CHASE & COJPM |
| 3.91% | 3.89% | $49.4M | 150,943 | $42.4M | 144,021 | +6,922+4.81% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.97% | 1.33% | $37.5M | 32,508 | $14.5M | 42,910 | -10,402-24.24% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 2.9% | 2.8% | $36.6M | 36,173 | $30.5M | 36,088 | +85+0.24% | Add |
| AAlphabet Inc Class CGOOG |
| 2.88% | 2.96% | $36.4M | 103,033 | $32.2M | 112,228 | -9,195-8.19% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.17% | 2.3% | $27.5M | 173,104 | $25.0M | 170,600 | +2,504+1.47% | Add |
 VANECK ETF TRUSTSMH |
| 1.92% | 1.38% | $24.2M | 36,962 | $15.1M | 39,263 | -2,301-5.86% | Reduce |
 BROADCOM INCAVGO |
| 1.71% | 1.55% | $21.6M | 57,103 | $16.9M | 54,532 | +2,571+4.71% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.67% | 1.42% | $21.0M | 43,990 | $15.4M | 45,545 | -1,555-3.41% | Reduce |
 WALMART INCWMT |
| 1.5% | 1.9% | $19.0M | 167,546 | $20.7M | 166,151 | +1,395+0.84% | Add |
 VISA INCV |
| 1.38% | 1.26% | $17.4M | 50,852 | $13.7M | 45,317 | +5,535+12.21% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.15% | 1.29% | $14.6M | 19,470 | $14.0M | 21,454 | -1,984-9.25% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.06% | 0.93% | $13.4M | 19,529 | $10.1M | 16,876 | +2,653+15.72% | Add |
| BBANK OF AMER CORPBAC |
| 1.03% | 0.98% | $13.0M | 228,673 | $10.7M | 219,808 | +8,865+4.03% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.96% | 0.99% | $12.1M | 226,025 | $10.8M | 218,768 | +7,257+3.32% | Add |
 CEMEX SAB DE CVCX |
| 0.88% | 0.98% | $11.2M | 929,427 | $10.6M | 929,427 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.86% | 0.76% | $10.9M | 9,070 | $8.2M | 8,947 | +123+1.37% | Add |
| IINVESCO QQQ TRVOO |
| 0.85% | 0.79% | $10.7M | 14,525 | $8.6M | 14,824 | -299-2.02% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.79% | 0.87% | $10.0M | 139,147 | $9.5M | 131,857 | +7,290+5.53% | Add |
 EATON CORP PLCETN |
| 0.79% | 0.77% | $9.9M | 23,277 | $8.4M | 23,567 | -290-1.23% | Reduce |
 GE AEROSPACEGE |
| 0.69% | — | $8.8M | 23,495 | $0 | 0 | +23,495 | New Buy |
| SSELECT SECTOR SPDR TRXLK |
| 0.68% | 0.58% | $8.6M | 45,230 | $6.3M | 47,392 | -2,162-4.56% | Reduce |
 SHOPIFY INCSHOP |
| 0.6% | 0.85% | $7.6M | 66,915 | $9.2M | 77,735 | -10,820-13.92% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.59% | 0.8% | $7.5M | 8,005 | $8.7M | 8,699 | -694-7.98% | Reduce |
| IISHARES BIOTECHNOLOGYIBB |
| 0.57% | 0.59% | $7.2M | 37,637 | $6.4M | 37,787 | -150-0.40% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.56% | 0.73% | $7.1M | 14,105 | $7.9M | 16,105 | -2,000-12.42% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.55% | 0.58% | $6.9M | 58,966 | $6.3M | 57,626 | +1,340+2.33% | Add |
| VVANGUARD WORLD FDVGT |
| 0.55% | 0.46% | $6.9M | 57,800 | $5.1M | 7,250 | +50,550+697.24% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.54% | 0.51% | $6.9M | 4,050 | $5.5M | 3,202 | +848+26.48% | Add |
 GE VERNOVA INCGEV |
| 0.51% | 0.1% | $6.5M | 5,495 | $1.1M | 1,295 | +4,200+324.32% | Add |
 SALESFORCE INCCRM |
| 0.49% | 1.05% | $6.2M | 39,720 | $11.5M | 61,381 | -21,661-35.29% | Reduce |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 0.44% | 0.44% | $5.5M | 43,038 | $4.8M | 43,578 | -540-1.24% | Reduce |
 RTX CORPORATIONRTX |
| 0.41% | 0.5% | $5.1M | 27,040 | $5.4M | 28,170 | -1,130-4.01% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.39% | 0.57% | $4.9M | 50,656 | $6.2M | 49,056 | +1,600+3.26% | Add |
 ASML HLDG NVASML |
| 0.38% | 0.29% | $4.8M | 2,389 | $3.2M | 2,386 | +3+0.13% | Add |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.36% | 0.33% | $4.6M | 55,554 | $3.6M | 43,949 | +11,605+26.41% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.36% | 0.42% | $4.5M | 10,928 | $4.6M | 16,858 | -5,930-35.18% | Reduce |
| IISHARES GOLD TRIAU |
| 0.36% | — | $4.5M | 59,820 | $0 | 0 | +59,820 | New Buy |
| IISHARES TRSGOV |
| 0.34% | 0.2% | $4.3M | 42,825 | $2.2M | 21,945 | +20,880+95.15% | Add |
 ABBVIE INCABBV |
| 0.34% | 0.34% | $4.3M | 17,115 | $3.7M | 17,115 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLE |
| 0.34% | 0.47% | $4.3M | 80,460 | $5.2M | 84,220 | -3,760-4.46% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.34% | 0.16% | $4.3M | 5,598 | $1.8M | 4,485 | +1,113+24.82% | Add |
 NETFLIX INCNFLX |
| 0.34% | 0.52% | $4.3M | 59,627 | $5.7M | 59,230 | +397+0.67% | Add |
 DISNEY WALT CODIS |
| 0.34% | 0.43% | $4.2M | 43,807 | $4.7M | 48,927 | -5,120-10.46% | Reduce |
